The Roster at Saratoga Capital Management, LLC

Saratoga Capital Management, LLC brings a wealth of industry experience and knowledge to its management of the Saratoga Advantage Trust. Saratoga Capital and its employees pride themselves above all else in the long-standing relationshipsthey have built with an evolving group of talented investment professionals across the country.

Founders & Partners

Bruce E. Ventimiglia, CEO

Mr. Ventimiglia is the Chairman, President and Chief Executive Officer of Saratoga Capital Management, LLC and the Saratoga Advantage Trust. He established both of these entities in 1994. Prior to forming Saratoga Capital Management, LLC, Mr. Ventimiglia was a Senior Vice President of Prudential Securities Incorporated. He was selected to serve Prudential Securities as a member of the firm's Operating Council (one of the firm's three governing bodies) and the Service Advisory Council.

In addition, Mr. Ventimiglia was previously the National Director of Financial Services for Prudential Securities. The Financial Services Group that reported to Mr. Ventimiglia was responsible for approximately 70% of Prudential's retail client statement assets. The following departments in the Prudential Securities’ Financial Services Group reported to Mr. Ventimiglia:

Retirement Plan Services

Investment Management Services

Financial Planning

Investment Allocation Strategies

Corporate Executive Services

Sales & Marketing

Mr. Ventimiglia joined Prudential Securities in 1987 as one of the nation's leading financial advisors and served as the founding branch manager of the West Bloomfield, Michigan office. In addition, Mr. Ventimiglia was a member of the Prudential Securities Field Managers' Advisory Council. Prior to that, he was with E.F. Hutton for nine years where he held various local and regional sales and management positions, and was a leading financial advisor.

Mr. Ventimiglia received a B.A. degree and graduated Phi Beta Kappa with High Distinction from Wayne State University. He has been quoted or featured in a variety of publications including: Changing Times, Forbes, Fortune, Institutional Investor, Newsday, The Washington Post, and The Wall Street Journal.

Stephen Ventimiglia, CIO

Mr. Ventimiglia is Vice Chairman and Chief Investment Officer of Saratoga Capital Management, LLC. Mr. Ventimiglia has over 30 years of experience managing money. Prior to co-founding Saratoga, Mr. Ventimiglia served as Chairman, President and Chief Executive Officer of a money management firm that was nationally recognized for its asset allocation work. In addition, he was the Chairman of that firm’s Investment Policy Committee, where his asset allocation work was distinguished in a study by USA Today.

Mr. Ventimiglia also managed money for clients at E.F. Hutton & Co. and Prudential Securities. At Prudential Securities, his last firm prior to joining Saratoga, he served as a Senior Portfolio Manager and First Vice President. His investment advice and asset allocation work was displayed on Prudential Securities’ national communications system for use by the firm’s portfolio managers and brokers.

Administration

Jonathan W. Ventimiglia,CFO & CCO

Mr. Ventimiglia is the Chief Financial Officer and Chief Compliance Officer for Saratoga Capital Management, LLC. Mr. Ventimiglia joined Saratoga full-time in September of 2005.

Mr. Ventimiglia received a B.A. in English from Wesleyan University in Middletown, CT, where he was a member of the varsity baseball team and Psi Upsilon Fraternity.

Glenda P. Parris,Operations Manager

Ms. Parris joined Saratoga Capital Management, LLC in 1994. Ms. Parris is the Operations Manager for Saratoga and is responsible for all aspects of Saratoga’s Operations Department.

Ms. Parris has over 35 years of experience in the financial services industry. Prior to joining Saratoga, Ms. Parris managed the operations department of the Consulting Services Division at Salomon Smith Barney. Ms. Parris graduated from Baruch College of the City University of New York with a degree in Business Administration.

Katy Stakeeff,Executive Assistant

Ms. Stakeeff joined Saratoga Capital Management in 2016 as an Executive Assistant. Ms. Stakeeff works closely with Saratoga’s CEO and CFO to provide support for a variety of Saratoga’s functions.

Ms. Stakeeff received her B.S. in Hotel, Restaurant, and Institutional Management from Pennsylvania State University.

Ann Ventimiglia,Administrations Manager

Ms. Ventimiglia joined Saratoga Capital Management, LLC in 1997. Ms. Ventimiglia is a Vice President and the Administrations Manager of Saratoga. Ms. Ventimiglia works closely with Saratoga’s CEO and CFO to provide support for a variety of Saratoga’s functions.

Ms. Ventimiglia received a B.A. in Finance from Michigan State University with additional areas of concentration in Economics and Accounting.

Distribution

Michael Lambatsos,National Director - Strategic Relationships

Mr. Lambatsos joined Saratoga Capital Management, LLC in December, 2015. Mr. Lambatsos serves as National Director - Strategic Relationships, where he works closely with firm management to create and maintain relationships across the firm’s various distribution channels.

Prior to joining Saratoga, Mr. Lambatsos was a Senior Key Accounts Manager at Northern Lights Distributors where he acted as a consultant to educate and navigate mutual fund advisors through the diverse world of mutual fund distribution. Mr. Lambatsos began his career in financial services 14 years ago as a senior account executive at Bank United. Mr. Lambatsos attended New York University with concentrations in Accounting and Finance.

Ken Kindberg,Managing Director - Western Division

Mr. Kindberg joined Saratoga Capital Management, LLC in December 2018. Mr. Kindberg serves as a regional Managing Director, with the goal of driving sales and business development with financial advisors across the western United States.

Prior to joining Saratoga, Mr. Kindberg was Vice President, Managing Regional Director with Natixis Investment Managers and led one of the firm’s top sales teams. Mr. Kindberg began his career in financial services over 20 years ago with Eaton Vance in Boston, MA. Mr. Kindberg graduated from the State University of New York at Cortland.